The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   661,120 5,513 SH   SOLE 1 5,513 0 0
ACTIVISION BLIZZARD INC COM 00507V109   2,522,550 32,953 SH   SOLE 1 32,953 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   6,599,350 19,610 SH   SOLE 1 19,610 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,409,800 68,084 SH   SOLE 1 68,084 0 0
AIRBNB INC COM CL A 009066101   1,409,382 16,484 SH   SOLE 1 16,484 0 0
ALIGN TECHNOLOGY INC COM 016255101   695,130 3,296 SH   SOLE 1 3,296 0 0
ALPHABET INC CAP STK CL A 02079K305   17,560,060 199,026 SH   SOLE 1 199,026 0 0
ALPHABET INC CAP STK CL C 02079K107   17,604,740 198,408 SH   SOLE 1 198,408 0 0
AMAZON COM INC COM 023135106   27,939,490 332,613 SH   SOLE 1 332,613 0 0
AMERICAN ELEC PWR CO INC COM 025537101   2,059,850 21,694 SH   SOLE 1 21,694 0 0
AMERICAN EXPRESS CO COM 025816109   822,230 5,565 SH   SOLE 1 5,565 0 0
AMGEN INC COM 031162100   7,244,140 27,582 SH   SOLE 1 27,582 0 0
ANALOG DEVICES INC COM 032654105   3,525,990 21,496 SH   SOLE 1 21,496 0 0
ANSYS INC COM 03662Q105   888,570 3,678 SH   SOLE 1 3,678 0 0
APPLE INC COM 037833100   55,313,280 425,716 SH   SOLE 1 425,716 0 0
APPLIED MATLS INC COM 038222105   3,536,060 36,312 SH   SOLE 1 36,312 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,000,370 3,661 SH   SOLE 1 3,661 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,715,001 25,295 SH   SOLE 1 25,295 0 0
ATLASSIAN CORPORATION CL A 049468101   790,224 6,141 SH   SOLE 1 6,141 0 0
AUTODESK INC COM 052769106   1,704,630 9,122 SH   SOLE 1 9,122 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   4,185,070 17,521 SH   SOLE 1 17,521 0 0
BAKER HUGHES COMPANY CL A 05722G100   1,246,760 42,220 SH   SOLE 1 42,220 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   447,596 1,449 SH   SOLE 1 1,449 0 0
BIOGEN INC COM 09062X103   1,683,400 6,079 SH   SOLE 1 6,079 0 0
BOEING CO COM 097023105   1,048,460 5,504 SH   SOLE 1 5,504 0 0
BOOKING HOLDINGS INC COM 09857L108   3,309,090 1,642 SH   SOLE 1 1,642 0 0
BROADCOM INC COM 11135F101   9,553,850 17,087 SH   SOLE 1 17,087 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,860,370 11,581 SH   SOLE 1 11,581 0 0
CATERPILLAR INC COM 149123101   1,309,910 5,468 SH   SOLE 1 5,468 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,225,170 6,562 SH   SOLE 1 6,562 0 0
CHEVRON CORP NEW COM 166764100   1,157,530 6,449 SH   SOLE 1 6,449 0 0
CINTAS CORP COM 172908105   1,932,480 4,279 SH   SOLE 1 4,279 0 0
CISCO SYS INC COM 17275R102   8,497,500 178,369 SH   SOLE 1 178,369 0 0
COCA COLA CO COM 191216100   517,980 8,143 SH   SOLE 1 8,143 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,241,370 21,706 SH   SOLE 1 21,706 0 0
COMCAST CORP NEW CL A 20030N101   6,367,060 182,072 SH   SOLE 1 182,072 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,189,700 13,800 SH   SOLE 1 13,800 0 0
COPART INC COM 217204106   1,222,490 20,077 SH   SOLE 1 20,077 0 0
COSTAR GROUP INC COM 22160N109   1,327,360 17,176 SH   SOLE 1 17,176 0 0
COSTCO WHSL CORP NEW COM 22160K105   8,532,900 18,692 SH   SOLE 1 18,692 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   951,400 9,036 SH   SOLE 1 9,036 0 0
CSX CORP COM 126408103   2,747,120 88,674 SH   SOLE 1 88,674 0 0
DATADOG INC CL A COM 23804L103   888,689 12,091 SH   SOLE 1 12,091 0 0
DEXCOM INC COM 252131107   1,845,020 16,293 SH   SOLE 1 16,293 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,016,280 7,430 SH   SOLE 1 7,430 0 0
DISNEY WALT CO COM 254687106   570,280 6,564 SH   SOLE 1 6,564 0 0
DOLLAR TREE INC COM 256746108   1,318,790 9,324 SH   SOLE 1 9,324 0 0
EBAY INC. COM 278642103   950,080 22,910 SH   SOLE 1 22,910 0 0
ELECTRONIC ARTS INC COM 285512109   1,422,660 11,644 SH   SOLE 1 11,644 0 0
ENPHASE ENERGY INC COM 29355A107   1,521,140 5,741 SH   SOLE 1 5,741 0 0
ETF SER SOLUTIONS NATIONWIDE NASDQ 26922A172   606,000 32,739 SH   SOLE   32,739 0 0
EXELON CORP COM 30161N101   1,812,590 41,929 SH   SOLE 1 41,929 0 0
EXXON MOBIL CORP COM 30231G102   356,379 3,231 SH   SOLE 1 3,231 0 0
FASTENAL CO COM 311900104   1,144,910 24,195 SH   SOLE 1 24,195 0 0
FISERV INC COM 337738108   2,709,480 26,808 SH   SOLE 1 26,808 0 0
FORTINET INC COM 34959E109   1,606,130 32,852 SH   SOLE 1 32,852 0 0
GILEAD SCIENCES INC COM 375558103   4,542,070 52,907 SH   SOLE 1 52,907 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,215,920 22,563 SH   SOLE 1 22,563 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,833,310 5,339 SH   SOLE 1 5,339 0 0
HOME DEPOT INC COM 437076102   1,854,730 5,872 SH   SOLE 1 5,872 0 0
HONEYWELL INTL INC COM 438516106   7,164,910 33,434 SH   SOLE 1 33,434 0 0
IDEXX LABS INC COM 45168D104   1,430,720 3,507 SH   SOLE 1 3,507 0 0
ILLUMINA INC COM 452327109   1,342,410 6,639 SH   SOLE 1 6,639 0 0
INTEL CORP COM 458140100   4,739,430 179,320 SH   SOLE 1 179,320 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   818,710 5,811 SH   SOLE 1 5,811 0 0
INTUIT COM 461202103   4,618,870 11,867 SH   SOLE 1 11,867 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,958,230 14,917 SH   SOLE 1 14,917 0 0
ISHARES TR PFD AND INCM SEC 464288687   720,000 23,573 SH   SOLE   23,573 0 0
JD.COM INC SPON ADR CL A 47215P106   1,128,830 20,111 SH   SOLE 1 20,111 0 0
JOHNSON & JOHNSON COM 478160104   1,256,860 7,115 SH   SOLE 1 7,115 0 0
JPMORGAN CHASE & CO COM 46625H100   996,360 7,430 SH   SOLE 1 7,430 0 0
KEURIG DR PEPPER INC COM 49271V100   2,115,600 59,327 SH   SOLE 1 59,327 0 0
KLA CORP COM NEW 482480100   2,258,790 5,991 SH   SOLE 1 5,991 0 0
KRAFT HEINZ CO COM 500754106   2,089,240 51,320 SH   SOLE 1 51,320 0 0
LAM RESEARCH CORP COM 512807108   2,420,930 5,760 SH   SOLE 1 5,760 0 0
LUCID GROUP INC COM 549498103   475,074 69,557 SH   SOLE 1 69,557 0 0
LULULEMON ATHLETICA INC COM 550021109   1,622,404 5,064 SH   SOLE 1 5,064 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,984,260 13,327 SH   SOLE 1 13,327 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,307,030 35,287 SH   SOLE 1 35,287 0 0
MCDONALDS CORP COM 580135101   1,334,252 5,063 SH   SOLE 1 5,063 0 0
MERCADOLIBRE INC COM 58733R102   1,763,564 2,084 SH   SOLE 1 2,084 0 0
MERCK & CO INC COM 58933Y105   561,740 5,063 SH   SOLE 1 5,063 0 0
META PLATFORMS INC CL A 30303M102   11,400,770 94,738 SH   SOLE 1 94,738 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,631,840 23,229 SH   SOLE 1 23,229 0 0
MICRON TECHNOLOGY INC COM 595112103   2,294,030 45,899 SH   SOLE 1 45,899 0 0
MICROSOFT CORP COM 594918104   59,437,950 247,844 SH   SOLE 1 247,844 0 0
MODERNA INC COM 60770K107   2,896,190 16,124 SH   SOLE 1 16,124 0 0
MONDELEZ INTL INC CL A 609207105   3,839,710 57,610 SH   SOLE 1 57,610 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   2,223,100 21,896 SH   SOLE 1 21,896 0 0
NETFLIX INC COM 64110L106   5,431,100 18,418 SH   SOLE 1 18,418 0 0
NIKE INC CL B 654106103   713,760 6,100 SH   SOLE 1 6,100 0 0
NVIDIA CORPORATION COM 67066G104   15,177,660 103,857 SH   SOLE 1 103,857 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,729,800 10,946 SH   SOLE 1 10,946 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,318,730 4,647 SH   SOLE 1 4,647 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   2,231,620 2,644 SH   SOLE 1 2,644 0 0
PACCAR INC COM 693718108   1,453,870 14,690 SH   SOLE 1 14,690 0 0
PALO ALTO NETWORKS INC COM 697435105   1,746,343 12,515 SH   SOLE 1 12,515 0 0
PAYCHEX INC COM 704326107   1,754,200 15,180 SH   SOLE 1 15,180 0 0
PAYPAL HLDGS INC COM 70450Y103   3,428,600 48,141 SH   SOLE 1 48,141 0 0
PEPSICO INC COM 713448108   10,499,960 58,120 SH   SOLE 1 58,120 0 0
PINDUODUO INC SPONSORED ADS 722304102   1,580,847 19,385 SH   SOLE 1 19,385 0 0
PROCTER AND GAMBLE CO COM 742718109   1,050,770 6,933 SH   SOLE 1 6,933 0 0
QUALCOMM INC COM 747525103   5,202,030 47,317 SH   SOLE 1 47,317 0 0
REGENERON PHARMACEUTICALS COM 75886F107   3,267,630 4,529 SH   SOLE 1 4,529 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   696,470 37,790 SH   SOLE 1 37,790 0 0
ROSS STORES INC COM 778296103   1,700,660 14,652 SH   SOLE 1 14,652 0 0
SALESFORCE INC COM 79466L302   778,300 5,870 SH   SOLE 1 5,870 0 0
SEAGEN INC COM 81181C104   988,242 7,690 SH   SOLE 1 7,690 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   940,123 160,980 SH   SOLE 1 160,980 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622   746,000 8,286 SH   SOLE   8,286 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848   732,000 18,274 SH   SOLE   18,274 0 0
STARBUCKS CORP COM 855244109   4,804,950 48,437 SH   SOLE 1 48,437 0 0
SYNOPSYS INC COM 871607107   2,062,290 6,459 SH   SOLE 1 6,459 0 0
TESLA INC COM 88160R101   12,694,560 103,057 SH   SOLE 1 103,057 0 0
TEXAS INSTRS INC COM 882508104   6,329,410 38,309 SH   SOLE 1 38,309 0 0
T-MOBILE US INC COM 872590104   7,274,680 51,962 SH   SOLE 1 51,962 0 0
TRAVELERS COMPANIES INC COM 89417E109   984,320 5,250 SH   SOLE 1 5,250 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,086,710 5,822 SH   SOLE 1 5,822 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   365,000 4,425 SH   SOLE   4,425 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   813,000 10,818 SH   SOLE   10,818 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885   668,000 10,952 SH   SOLE   10,952 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,077,000 9,956 SH   SOLE   9,956 0 0
VERISK ANALYTICS INC COM 92345Y106   1,164,200 6,599 SH   SOLE 1 6,599 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,128,640 10,834 SH   SOLE 1 10,834 0 0
VISA INC COM CL A 92826C839   1,325,920 6,382 SH   SOLE 1 6,382 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,548,270 41,442 SH   SOLE 1 41,442 0 0
WALMART INC COM 931142103   878,670 6,197 SH   SOLE 1 6,197 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   971,460 102,475 SH   SOLE 1 102,475 0 0
WORKDAY INC CL A 98138H101   1,400,719 8,371 SH   SOLE 1 8,371 0 0
XCEL ENERGY INC COM 98389B100   1,588,412 22,656 SH   SOLE 1 22,656 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   689,119 10,173 SH   SOLE 1 10,173 0 0
ZSCALER INC COM 98980G102   667,819 5,968 SH   SOLE 1 5,968 0 0